Rob Black & Your Money

Aligning your retirement income goals with your estate planning goals

Informações:

Sinopsis

      Chad Burton, CFP®, discusses how you go about to align your retirement income goals with your estate planning goals.as well as:     Charitable remainder trust Beneficiary mistakes Gifting low basis stock to your church or charity rather than cash.   Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1200 from 1:00 p.m. to 2:00 p.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.newFocusFinancial.com.   Commercial-FreeSee omnystudio.com/listener for privacy information.